WDL
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Well Done LLC’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Well Done LLC’s Portfolio BSV Stock Details BSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-147
Closed -$12K – 208
2018
Q4 		$12K Buy
+147
New +$11.5K ﹤0.01% 437
2018
Q2 		– Sell
-139
Closed -$11K – 172
2018
Q1 		$11K Buy
+139
New +$10.9K ﹤0.01% 410

Other funds holding BSV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Well Done LLC's BSV Position: Q1 2019 in Review

Well Done LLC sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2019, closing a stake of 147 shares — an estimated $12K sold.

Well Done LLC first reported a position in BSV in Q1 2018 and held it in 2 quarters. The position peaked at $12K in Q4 2018. 717 funds tracked by Wall St. Rank hold BSV as of Q1 2019.

  • Well Done LLC reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Well Done LLC sold 147 Vanguard Short-Term Bond ETF shares in Q1 2019, an estimated $12K.
  • Well Done LLC first reported a position in Vanguard Short-Term Bond ETF in Q1 2018 and held it in 2 quarters.
  • Well Done LLC's Vanguard Short-Term Bond ETF position peaked at $12K in Q4 2018.
  • 717 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2019.

Based on Well Done LLC's 13F filing for Q1 2019, filed 9 May 2019.